Investment Associate

RBC; Ottawa; On-site; CAD 50,000 - 90,000; Full time

Job summary

An established industry player is seeking a dedicated Investment Associate to support an Advisory Team in managing investments and money management activities. This role involves coordinating trades, reviewing portfolios, and ensuring effective cash flow processes. Candidates should have a strong background in the finance industry, excellent Microsoft Excel skills, and a commitment to meticulous detail. Join a dynamic team that values collaboration and professional growth while making a meaningful impact in clients' financial journeys.

Benefits

Comprehensive Total Rewards Program

Flexible benefits

Competitive compensation

Stock options

World-class training program

Coaching and development opportunities

Dynamic and collaborative work environment

Qualifications

• Minimum 2 years of experience in the securities industry required.
• Strong attention to detail and excellent time management skills.

Responsibilities

• Coordinate execution of trades and decision-making with the advisory team.
• Review and rebalance portfolios regularly with guidance.

Skills

Account Management

Customer Success

Decision Making

Finance Industry

Financial Regulation

Group Problem Solving

Interpersonal Relationships

Investment Risk Management

Microsoft Excel

Trading

Education

Canadian Securities Course (CSC)

Conduct and Practices Handbook Course (CPH)

Tools

Microsoft Office Suite

Job description

Job Summary

Job Description

What is the opportunity?

RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm and is backed by Canada’s leading financial institution. We take pride in hiring and nurturing talented individuals who share our commitment to helping our clients build and preserve their wealth so they can achieve the goals that matter most to them.

The RBC Dominion Securities branch located in Bells Corners is seeking an Investment Associate to provide dedicated support in investment & money management activities for a successful Advisory Team.

What will you do?

Primary Responsibilities

• Coordinate the execution of trades and decision-making process with the advisory team including complex trading and for the purpose of tax-loss selling
• Review portfolios regularly and re-balance them with guidance
• Support cash flow processes; specifically, coordinate with the advisory team to invest new monies in portfolios and free up cash for planned and unplanned withdrawals per team philosophy and set criteria

Secondary Responsibilities

• Back-up/support team Associates occasionally with work such as account documentation, onboarding, operations work, client contact plan, meeting bookings, fee billing analysis, RSP/TFSA/RESP/FHSA processes, etc.
• Back up for team Associates when they are away on holiday or out of the office
• Lead and/or support IT initiatives, staying on top of new/improved tools, identify opportunities to better leverage
• Coordinate & participate with the advisory team for investment management team meetings and communication

What do you need to succeed?

Must-have

• Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH)
• Strong Microsoft Office Suite skills (Excel in particular)
• Meticulous attention to detail and excellent time management skills
• Minimum of 2 years of experience in securities industry

Nice-to-have

• Knowledge of RBC Dominion Securities’ systems and procedures, an asset

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
• Leaders who support your development through coaching and managing opportunities
• Ability to make a difference and lasting impact
• Work in a dynamic, collaborative, progressive, and high-performing team
• A world-class training program in financial service

Job Skills

Account Management, Customer Success, Decision Making, Finance Industry, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk Management, Microsoft Excel, Trading

Additional Job Details

Address: 303 MOODIE DR:OTTAWA

City: OTTAWA

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: WEALTH MANAGEMENT

Job Type: Regular

Pay Type: Salaried

Posted Date: 2025-04-11

Application Deadline: 2025-04-28

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Inclusion and Equal Opportunity Employment

At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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